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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
976
Bernardo Wealth Planning
Pennsylvania
$388K -$3.78K -61 -1%
HWA
977
Heritage Wealth Advisors
Virginia
$388K +$36.3K +586 +11%
DLHL
978
Donald L. Hagan LLC
Florida
$387K – – –
CCM
979
Covington Capital Management
California
$387K +$7.5K +121 +2%
FWM
980
Frontier Wealth Management
Missouri
$386K -$214K -3,449 -36%
CICI
981
Capital Investment Counsel Inc
North Carolina
$384K -$11.3K -183 -3%
AWM
982
Altavista Wealth Management
North Carolina
$384K – – –
MIM
983
Moseley Investment Management
Florida
$384K +$373K +6,021 New
SC
984
Schulhoff & Co
Ohio
$382K – – –
KFC
985
Klingenstein Fields & Co
New York
$381K – – –
MFW
986
Mosaic Family Wealth
Missouri
$378K -$219K -3,534 -37%
HIS
987
Harvest Investment Services
Illinois
$378K -$34K -548 -8%
HBT
988
Hills Bank & Trust
Iowa
$378K – – –
PFO
989
Pathstone Family Office
New Jersey
$377K +$4.34K +70 +1%
SA
990
Strategic Advisors
New York
$377K -$5.14K -83 -1%
BMO
991
Beck Mack & Oliver
New York
$376K – – –
AAMC
992
Asset Allocation & Management Company
Illinois
$374K +$364K +5,874 New
ACM
993
Advisors Capital Management
New Jersey
$373K +$43.7K +705 +14%
ECA
994
Elevated Capital Advisors
Utah
$373K +$363K +5,857 New
VFP
995
Verus Financial Partners
Virginia
$372K +$124 +2 +0%
PFM
996
Parsec Financial Management
North Carolina
$371K +$84.3K +1,361 +31%
LAS
997
Lloyd Advisory Services
Georgia
$371K +$360K +5,810 New
BPWA
998
Beacon Pointe Wealth Advisors
California
$369K -$49.3K -796 -12%
BCM
999
Bayesian Capital Management
New York
$369K +$359K +5,800 New
VCM
1000
Violich Capital Management
California
$368K – – –
38 39
40
41 42